Fundamental research focused on overlooked companies and special situations.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 101 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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Operational inflection + GLP-1 winner
A solid r/r with almost half of the market cap in net cash and inflecting fundamentals
Hello, Ultimate Value readers!
Special Situations Digest is spinning off
Hi all,
The Special Situations Digest is leaving Substack. New home: specialsitsdigest.com. The first issue from the new platform goes out this Sunday.
Check it out here
You’re already set up. I’ll send a test email from the new site in...
Special Situations Digest #9 [April 5, 2026]
Special Situations Digest
Hi Special Sits Digest readers,
Welcome to the 9th edition of our weekly Special Situations Digest.
I continue to work on making this product better every single run. This week, lots of new sources (hence a lo...
Special Situations Digest #8 [March 29, 2026]
Special Situations Digest
Hi Special Sits Digest readers,
Welcome to the 8th edition of our weekly Special Situations Digest.
Subscribe now
Lots of new fixes/additions this week that should have improved the quality and signal of thes...
Special Situations Digest - #7
Special Situations Digest
Hi Ultimate Value readers,
Welcome to the 7th edition of our weekly Special Situations Digest.
Thanks to everyone who’s been pointing out data errors / funky news items. If you see anything, please let me know...
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Global investor. Under-the-radar stocks and special situations.
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